Quadrise Share Discussion Threads

[cockneyrebel] 16/5/2013 13:53

Strong rally - a leak of news?

results on 23rd.

CR

[jaws6] 16/5/2013 12:08

New chart high 77.5

[rmillaree] 16/5/2013 11:46

All we need here is the company to deliver some half decent figures - possibly not too much to ask one would imagine based on how other property companies and builders seem to be reporting decent stuff?. However QED's track record ain't exactly great (increasing NTAV and delivering retained profits being main goals of mine as shareholder ) - so i am not exactly confident. Is a 3% increase in NTAV too much too expect? - not sure how the recent partnerships fundings and disposals affect the calcs - and in some respects with the more secure funding they now have an unchanged NTAV will probably do the job.

I would like to think if NTAV was up 5% then the shareprice would be considerably higher - thats probably just me dreaming though.

[blobby] 16/5/2013 10:32

If business continues to be very good with the existing projects then the NAV may need revising upwards (it has been revised downwards with the difficult business climate over the last 4 years). If the real NAV is higher, and the company continues to make good deals then we might expect a premium to a higher value.

[q2u] 16/5/2013 09:07

and more volume this morning. I've waited some time for this.

[r ball] 15/5/2013 22:31

target 90p this year. would be 20% discount to nab

[inki] 15/5/2013 21:17

something is happening. The volumes, as with the share price has been going up.

[r ball] 15/5/2013 08:42

rochdae

I bought POG for about £11.50 and sold at £10.00ish when it hit the stop loss. A painfull lesson but necessary all the same and very glad that I did. Of course, the price rose to £10.50ish in the days following. But then it always does post sale.

Been sector rotating instead and keeoing tight hold of the winners. SDR and WPP looking particualrly strong. Will look at KLR and UTG.

The difficulty is that, when you are sector rotating, to assess if you will make more by buying a new share compared to the one you are selling??

Thanks

[rochdae] 15/5/2013 08:11

R Ball,

Yes, those poor sods on the pog thread who think they understand the world economy yet can't read a balance sheet... still..

Check out UTG, should move up to £5 in this market. Shame you didn't fancy KLR ..take a look today.

Qed is one of those companies than can actually return to it's previous high..

Roch

[r ball] 14/5/2013 21:06

No reason to sell. Undervalued.

Rochdae: re your quote on POG website. Private investors post on shares with a declining shareprice because they hope that the price can regain previous highs. Few posts on shares with rising shareprices because they have already sold out (too early) and don't post sell monitor (which is what you should always do).

I was the same, but now I monitor after selling as closely as I do when I held.

PS: I am a great fan of BKG, SDR and SNR. (all with very few posts).

PPS: i will look at UTC and RST. Not too sure about KLR.

PPPS: take a look at Shire and GSK. UKG good income yield with some upside.

[rochdae] 14/5/2013 16:41

Back in today. Like the sector. UTG my best pick but QED's got a long way to go if the market returns favour to this sector.

Roch

[davidosh] 14/5/2013 16:36

It would be nice if we could break through that six year high lol

[quepassa] 14/5/2013 12:25

New four/five year high at 71p bid ( about time too! ).

Encouraging to see such strength in share price ahead of results.

2013 should prove to be a pivotal year in the rehabilitation of Quintain.

ALL IMO. DYOR.

QP

[fivefive] 13/5/2013 17:12

Has good news been leaked before results next week?

[ouiey1000] 10/5/2013 13:16

Looking likely to breakout here, although i cant say i've ever made money on this one.

[davidosh] 08/5/2013 16:59

Well there should be a run of fairly positive newsflow in the next couple of months with final results, then Agm update, completion of the LDO at Wembley and news from Greenwich etc all before the Summer is over

[johnv] 08/5/2013 15:52

Goes up when the yanks get out of bed

[jaws6] 08/5/2013 14:46

going good again 69.25 ?

[davidosh] 01/5/2013 21:54

That is very positive if the Peninsula is seeing land and property valuations up by more than 5% per annum.

[scburbs] 01/5/2013 19:17

Interesting to see Pier Walk on for 13% more than QED sold it for in late 2010, but this is a good indication of valuation increases on the Peninsula.

"German fund manager Deka Immobilien has put Transport for London's Greenwich Peninsula office, SE10, up for sale at £110m.



"The sale price for the building of £97.1m"

[quepassa] 01/5/2013 12:55

Two broker updates on QED issued to-day:-

-JP MORGAN REITERATE/REAFFIRM OVERWEIGHT RECOMMENDATION with TARGET PRICE OF 80p
-
-ORIEL Securities REITERATE/REAFFIRM ADD RECOMMENDATION

ALL IMO. DYOR.

QP

[davidosh] 01/5/2013 08:53

I wondered what Becky would be doing next ?


AGA Rangemaster Group plc ("AGA Rangemaster") is pleased to announce the
appointment of Rebecca Worthington as an independent non-executive director.
She will take up her role on the Board with effect from 1st July 2013.

Rebecca is the Founder and Chief Executive of Lodestone Capital Partners LLP, a
newly formed business which manages and invests in real estate assets and debt,
which she founded. Prior to this, she was Finance Director of Quintain Estates
& Development plc, a position she held for 11 years from 2001 before being
appointed as Deputy Chief Executive in May 2012. Rebecca qualified as a
chartered accountant with Pricewaterhouse Coopers in 1997 and worked as
Financial Controller of Britton Group plc prior to joining Quintain.

Rebecca is also a non-executive director of The British Property Federation and
an advisory board member of the Association of Corporate Treasurers.

[quepassa] 26/4/2013 12:58

Looks like the pace of lettings is noticeably picking up momentum at Quintain's London Designer Outlet, scheduled for opening later this year.

It would appear that Adidas are in negotiation for a big unit.

It seems that Villeroy & Boch, and Oneida have confirmed - according to the following article/interview- that they are taking space



It appears that negotiations are also in solicitors' hands for units being let to Denby, Paperchase, LK Bennett and also what many would consider to be a true designer label, Armani.

All this info has been found at the LDO website or in the referenced link.

Very good news.



ALL IMO. DYOR.

QP

[scburbs] 22/4/2013 10:49

"Knight Frank forecasts 9.2% annual returns from UK student accommodation investment.

...

Average rents are forecast to rise by 3% in London and 2.7% in the regions from September 2013.

James Pullan, head of Knight Frank student accommodation, said: "Student property is one of the most successful real estate asset classes, thanks to stability of demand for student bedrooms from all over the UK. The market is still structurally undersupplied in all core university cities.""

[scburbs] 18/4/2013 10:28

F&C's pan-European real estate securities fund is picking central London offices and UK student accomodation as two of its top 6 subsectors across Europe. QED is well represented here with iQ and WELPUT.

"Although we remain fairly optimistic about the prospects for the property equity sector we remain vigilant and anticipate that the dispersion of returns will gather pace. We retain a quality bias and we expect the following sub-sectors to fare better: Central London offices, UK student accommodation, German residential, prime shopping centres in Continental Europe, prime Paris and Swedish Offices."